How do I choose a financial planner for retirement?

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect

How do I know if my financial advisor is a fiduciary?

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask.

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Find Top Financial Advisors in Chapin, South Carolina

Q: What does a financial advisor do?

Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Q: Is it worth paying for a financial advisor?

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are breast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement.

Q: What is the difference between a financial planner and a financial advisor?

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals

Q: When should I hire a financial advisor?

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions.

Q: How do I choose the right financial advisor?

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision.

Looking for a financial advisor? Look no further than WiserAdvisor. It is an excellent place to start your search to compare pre-screened and trustworthy financial advisors and firms to find the one that meets your needs. It is important for those who want to make informed decisions about their finances to consider working with a financial advisor, as seeking assistance from a skilled professional can provide you with insights that can greatly impact your financial journey. On our directory for Chapin, South Carolina, you can find a vetted financial professional proficient in services including financial planning, investment management, and more. We also recommend using our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.

How To Find Trusted Financial Advisors in Chapin, South Carolina

Chapin has 3 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Chapin, South Carolina have an average of 25 years of experience.

NOTE: The list of vetted financial advisors in Chapin, South Carolina mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Chapin, South Carolina.

Qualified Financial Advisors in Chapin, South Carolina

VETTED

Financial Advisor	Experience	AUM	Minimum Assets	Fee Structure
Edelman Financial Engines, LLC140 Stoneridge DriveColumbia, SC 29210	N/A	$0	Not Specified	Fee-Based
Savant Wealth Management1226 Briargate CircleColumbia, SC 29210	N/A	$0	Not Specified	Fee-Only
David TreeceClients Excel Financial Planning100 Dunbar Street,Spartanburg, SC 29306	15 Years	Not Specified	$250,000	Fee-Based

Financial Advisor

Edelman Financial Engines, LLC140 Stoneridge DriveColumbia, SC 29210

ExperienceN/A

AUM$0

Minimum AssetsNot Specified

Fee StructureFee-Based

Financial Advisor

Savant Wealth Management1226 Briargate CircleColumbia, SC 29210

ExperienceN/A

AUM$0

Minimum AssetsNot Specified

Fee StructureFee-Only

Financial Advisor

David TreeceClients Excel Financial Planning100 Dunbar Street,Spartanburg, SC 29306

Experience15 Years

AUMNot Specified

Minimum Assets$250,000

Fee StructureFee-Based

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Information on Qualified Financial Advisors in Chapin, South Carolina

VETTED

Edelman Financial Engines, LLC

About Edelman Financial Engines, LLC

Get a free financial plan

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.

Qualifications

Firm CRD# 104510

Compensation/Fee

Fee-Based

Office Location

140 Stoneridge Drive,Suite 430,Columbia,SC 29210

Phone Number

877-208-7414

VETTED

Savant Wealth Management

About Savant Wealth Management

Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts

Qualifications

Firm CRD# 107271

Compensation/Fee

Fee-Only, Based on Assets

Office Location

1226 Briargate Circle,Suite B,Columbia,SC 29210

Phone Number

803-995-5811

VETTED

David Treece

Clients Excel Financial Planning

About David Treece

David began his career in financial services in 2011 and has spent over a decade helping people navigate the complexities of retirement. After gaining experience at two firms, he founded Clients Excel in 2018 with a clear mission:

To help good people make wise financial decisions so they can excel in retirement with confidence.

Many individuals approach retirement with uncertainty around income, taxes, and market risk. David serves as a guide, helping clients simplify these decisions and avoid costly mistakes through thoughtful planning and clear strategies.

He holds a Bachelor of Science from Liberty University, is a Series 65 investment adviser, and is licensed in health and life insurance across multiple states.

David also shares ongoing insights through a weekly newsletter designed to bring clarity and perspective to retirement planning.

Outside of his work, David enjoys life with his wife Mallory, their daughters Amelia and Ansley, and their rescue dog Oscar. He is active in his church and serves on the board at Oakbrook Preparatory School.

About Clients Excel Financial Planning

At Clients Excel, we believe in helping clients demystify the complexities of retirement planning and in finding the right strategy to their unique challenges. Retirement should a time of adventure and fun, not a time of stress and worry. Together, let's create a plan you can be confident in. We help good people make wise financial decisions so that the may excel in retirement with confidence.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Qualifications

CRD# 7174240 Firm CRD# 281213Series 65

Compensation/Fee

Fee-Based, Based on Assets

Office Location

100 Dunbar Street,,Suite 110,Spartanburg,SC 29306

Phone Number

864-641-7955

WiserAdvisor Reviews

Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

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I Want to Take Charge.

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FINRA/SEC Registered Advisors

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Top Financial Advisory Firms in Chapin, South Carolina

Chapin, South Carolina is home to several reputable financial advisory firms specializing in multiple advisory services such as investment management, retirement planning, estate planning, tax strategies, and risk management.

Most firms in Chapin, South Carolina are registered with the SEC and follow a fiduciary standard. This means that they are legally obligated to act in the best interest of their clients. Being part of one of the largest and most diverse financial advisory markets in the country, the firms are well-versed in serving individuals and businesses with complex financial needs.

Methodology

To identify the top financial advisors and advisory firms in Chapin, South Carolina, all SEC-registered firms based in the city were first identified. Each firm was subsequently assessed based on the number of clients and affiliated advisors, AUM, fee structure, and the range of advisory services they provide. The associated advisors and firms were then ranked according to the following criteria:

AUM:Firms are ranked based on the size of their AUM, with those having larger AUMs being ranked higher.

Number of Clients:Firms catering primarily to individual clients were ranked higher.

Fee Structure:Firms employing a fee-only compensation structure are ranked higher.

Age of Firm:Established firms with proven longevity are ranked higher.

Clients per Advisor:Firms having a lower client-to-advisor ratio are ranked higher.

Advisory Services Offered:Firms offering a broad range of advisory services are ranked higher.

Please note: All information is sourced from publicly available records and updated once a year, ensuring any changes in credentials, services, or regulatory status are reflected and up to date. Firms are selected and ranked independently, according to the criteria described above.

WiserAdvisor features the firms listed above in the 'Top Advisory Firms' section based on objective criteria, without any influence from existing affiliations. No firm receives preferential treatment due to any relationship with WiserAdvisor.


GREYSTAR INVESTMENT GROUP, LLCCharleston, SC	510	61	$28,309,013,200	A percentage of AUM, Performance Based, Other (DEVELOPMENT, PROPERTY MANAGEMENT, CONSTRUCTION AND OTHER FEES)
APOLLON WEALTH MANAGEMENT, LLCMount Pleasant, SC	167	15301	$5,519,652,128	A percentage of AUM, Hourly charges, Fixed fees
PERMCAP INVESTMENT OFFICECharleston, SC	16	42	$4,462,882,442	A percentage of AUM, Fixed fees, Performance Based
SOUTHSTATE ADVISORY, INC.Columbia, SC	20	420	$3,417,068,970	A percentage of AUM, Hourly charges, Fixed fees
PERFORMA LIMITED (US), LLCCharleston, SC	16	114	$3,375,104,696	A percentage of AUM
TANDEM INVESTMENT ADVISORS INCCharleston, SC	14	9811	$3,239,657,732	A percentage of AUM
FOSTER VICTOR WEALTH ADVISORSGreenville, SC	35	5502	$2,014,684,499	A percentage of AUM, Fixed fees
ABACUS PLANNING GROUP, INC.Columbia, SC	27	2566	$1,681,630,457	A percentage of AUM, Hourly charges, Fixed fees
GREENWOOD CAPITAL ASSOCIATES, LLCGreenwood, SC	19	714	$1,495,477,486	A percentage of AUM, Fixed fees, Other (% OF AUM FOR RETIREMENT ED/CONS/INV MGMT, REF FEES, REV SHARE,)
GROUND SWELL CAPITAL, LLCFolly Beach, SC	10	1	$1,456,875,045	Performance Based, Other (EXPENSE REIMBURSEMENT)
COLONIAL TRUST ADVISORS, INC.Spartanburg, SC	23	1990	$1,399,678,109	A percentage of AUM, Fixed fees
THE FIDUCIARY ALLIANCEGreenville, SC	48	16591	$1,227,969,964	A percentage of AUM, Hourly charges, Fixed fees, Performance Based
ANCHOR INVESTMENT MANAGEMENTColumbia, SC	17	1922	$1,171,606,070	A percentage of AUM, Fixed fees
CCM INVESTMENT ADVISERS, LLCColumbia, SC	11	906	$1,093,282,659	A percentage of AUM, Fixed fees
VERITY INVESTMENT PARTNERSBeaufort, SC	13	830	$938,783,926	A percentage of AUM, Fixed fees

Firm Name

GREYSTAR INVESTMENT GROUP, LLCCharleston, SC

No. of Advisors510

AUM$28,309,013,200

No. of Clients61

Fee StructureA percentage of AUM, Performance Based, Other (DEVELOPMENT, PROPERTY MANAGEMENT, CONSTRUCTION AND OTHER FEES)

Firm Name

APOLLON WEALTH MANAGEMENT, LLCMount Pleasant, SC

No. of Advisors167

AUM$5,519,652,128

No. of Clients15301

Fee StructureA percentage of AUM, Hourly charges, Fixed fees

Firm Name

PERMCAP INVESTMENT OFFICECharleston, SC

No. of Advisors16

AUM$4,462,882,442

No. of Clients42

Fee StructureA percentage of AUM, Fixed fees, Performance Based

Firm Name

SOUTHSTATE ADVISORY, INC.Columbia, SC

No. of Advisors20

AUM$3,417,068,970

No. of Clients420

Fee StructureA percentage of AUM, Hourly charges, Fixed fees

Firm Name

PERFORMA LIMITED (US), LLCCharleston, SC

No. of Advisors16

AUM$3,375,104,696

No. of Clients114

Fee StructureA percentage of AUM

Firm Name

TANDEM INVESTMENT ADVISORS INCCharleston, SC

No. of Advisors14

AUM$3,239,657,732

No. of Clients9811

Fee StructureA percentage of AUM

Firm Name

FOSTER VICTOR WEALTH ADVISORSGreenville, SC

No. of Advisors35

AUM$2,014,684,499

No. of Clients5502

Fee StructureA percentage of AUM, Fixed fees

Firm Name

ABACUS PLANNING GROUP, INC.Columbia, SC

No. of Advisors27

AUM$1,681,630,457

No. of Clients2566

Fee StructureA percentage of AUM, Hourly charges, Fixed fees

Firm Name

GREENWOOD CAPITAL ASSOCIATES, LLCGreenwood, SC

No. of Advisors19

AUM$1,495,477,486

No. of Clients714

Fee StructureA percentage of AUM, Fixed fees, Other (% OF AUM FOR RETIREMENT ED/CONS/INV MGMT, REF FEES, REV SHARE,)

Firm Name

GROUND SWELL CAPITAL, LLCFolly Beach, SC

No. of Advisors10

AUM$1,456,875,045

No. of Clients1

Fee StructurePerformance Based, Other (EXPENSE REIMBURSEMENT)

Firm Name

COLONIAL TRUST ADVISORS, INC.Spartanburg, SC

No. of Advisors23

AUM$1,399,678,109

No. of Clients1990

Fee StructureA percentage of AUM, Fixed fees

Firm Name

THE FIDUCIARY ALLIANCEGreenville, SC

No. of Advisors48

AUM$1,227,969,964

No. of Clients16591

Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Performance Based

Firm Name

ANCHOR INVESTMENT MANAGEMENTColumbia, SC

No. of Advisors17

AUM$1,171,606,070

No. of Clients1922

Fee StructureA percentage of AUM, Fixed fees

Firm Name

CCM INVESTMENT ADVISERS, LLCColumbia, SC

No. of Advisors11

AUM$1,093,282,659

No. of Clients906

Fee StructureA percentage of AUM, Fixed fees

Firm Name

VERITY INVESTMENT PARTNERSBeaufort, SC

No. of Advisors13

AUM$938,783,926

No. of Clients830

Fee StructureA percentage of AUM, Fixed fees

Frequently Asked Questions

What does a financial advisor do?

Is it worth paying for a financial advisor?

What is the difference between a financial planner and a financial advisor?

When should I hire a financial advisor?

How do I choose the right financial advisor?